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Strategies & Market Trends : The Financial Collapse of 2001 Unwinding
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To: elmatador who wrote (1352)11/2/2018 10:45:55 AM
From: robert b furman1 Recommendation

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elmatador

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They will be forced to down size, as there government dictated excess capacity will be trimmed - like it or not.

A transition to make it where you sell it will become a universal consideration as the trade rules get reforged via Trump's insistence.

We're seeing the very beginning of a "cheap labor" wins all - fall out of favor.

AI and robotics will become the manufacturing norm on a smaller size plant footprint, dependant on the size of the local domestic market.

Just as unions made the USA non competitive, The Chinese government dictating excess capacity, to manufacture for the "entire globe" will prove to be a a blunder of huge proportions and necessitate billions if not several trillions of write downs and closures.

Governments always screws up what should be made by free and fair market conditions.

China is about to learn that the hard way.

Bob
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